S32 Share Price Performance
AU$5.25
2.52 (92.31%)
11.3% overvalued intrinsic discount
AU$4.72
Fair Value
Price AU$5.25
AnalystConsensusTarget AU$4.72
AnalystLowTarget AU$4.07
AnalystHighTarget AU$5.79
Fair ValueAU$4.72
Share Pricen/a
South32 Limited Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 159 Fair Values set on narratives written by author
S32 Community Narratives
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Fair Value
·Fair Value AU$4.72 11.3% overvalued intrinsic discount
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
2users have liked this narrative
1users have commented on this narrative
84users have followed this narrative
AN
Fair Value
·Fair Value AU$4.07 29.0% overvalued intrinsic discount
Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
Fair Value
·Fair Value AU$5.79 9.3% undervalued intrinsic discount
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
S32 on Solid Ground
South32 looks steady on today’s business, but the bigger story is what happens if it reshapes the company by selling its aluminium assets and ramping up new copper and zinc projects. The upside is clear, yet approvals, build costs, and swings in metal prices could quickly change the outcome.Read more
JA
AU$4.17
26.0% overvalued intrinsic discount
Fair Value
Revenue
6.98% p.a.
Profit Margin
6.67%
Future PE
35.62x
Price in 2031
AU$6.29
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
South32 is leaning into metals used in the shift to cleaner energy, and new projects could lift output while recent asset sales give it more room to invest and return cash to shareholders. But power and water limits, tough build-outs, and ageing mines could derail the hoped-for jump in profits.Read more
AN
AU$5.79
9.3% undervalued intrinsic discount
Fair Value
Revenue
5.04% p.a.
Profit Margin
24.68%
Future PE
13.97x
Price in 2029
AU$7.45
Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows
South32 is leaning harder into metals used for electrification, but big new mine builds and tricky older assets could squeeze cash and profits if costs keep rising or demand cools. See why some analysts take a more cautious view—and what could prove them wrong.Read more
AN
AU$4.07
29.0% overvalued intrinsic discount
Fair Value
Revenue
3.5% p.a.
Profit Margin
12.39%
Future PE
20.26x
Price in 2029
AU$5.26
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
South32 is shifting away from coal and leaning harder into metals used in cleaner energy, while trying to lift output and efficiency across key sites. The big question is whether new projects and longer mine lives can outweigh power, cost, and permitting risks that could disrupt production.Read more
AN
AU$4.72
11.3% overvalued intrinsic discount
Fair Value
Revenue
5.36% p.a.
Profit Margin
18.57%
Future PE
14.8x
Price in 2029
AU$6.01
Trending Discussion
No trending discussion available.
Recently Updated Narratives
JA
S32 on Solid Ground
Fair Value: AU$4.17 26.0% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
S32: Aluminium Exit To Alcoa Will Refocus Portfolio Toward Copper And Manganese
Fair Value: AU$5.79 9.3% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
S32: Aluminum Asset Sale Will Expose Portfolio To Execution Risk
Fair Value: AU$4.07 29.0% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
South32 Limited Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 19, 2026
- 0.24
- 52.22%
- 17.86%
- 11.4%
About S32
- Founded
- 2000
- Employees
- 6867
- CEO
- WebsiteView website
South32 Limited operates as a diversified metals and mining company. The company operates through Worsley Alumina, Brazil Alumina, Brazil Aluminium, Hillside Aluminium, Mozal Aluminium, Sierra Gorda, Cannington, Hermosa, Australia Manganese, and South Africa Manganese segments. It has a portfolio of assets producing bauxite, alumina, aluminum, copper, silver, lead, zinc, and manganese products. The company has operations in Australia, Bahrain, China, Japan, Italy, Mozambique, South Africa, the Netherlands, Brazil, South Korea, the United States, rest of Middle East, rest of Asia, rest of Europe, rest of North America, and rest of Oceania. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.
